Plan Snapshot
- Plan Sponsor: Stock Development Associates, INC.
- Sponsor EIN: 593682383
- Sponsor Address: 2639 PROFESSIONAL CIRCLE, NAPLES, FL, 34119
- Plan Type: 401(k)
- Total Participants: 599
- Total Assets: $27.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 599 | $27.3M | $636,112 | $1.8M |
| 2023 | 351 | $23.4M | $609,863 | $1.7M |
| 2022 | 344 | $18.5M | $669,958 | $1.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $73,655 | — | $73,655 |
| NAPLES ASSET MANAGEMENT CO LLC | ADVISOR | $48,200 | — | $48,200 |
| GRANT THORNTON | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- GRANT THORNTON — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $121,855
- Estimated Expense Ratio: 0.447% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $121,855 | $48,200 | — | — | — |
| 2023 | $96,772 | $38,967 | — | — | — |
| 2022 | $94,034 | — | — | — | — |